10 Proposal Scope of Work Templates for Small Marketing Agencies

marketing agency team

How to scope a project as a small marketing agency

As an agency team, you understand the importance of creating a clear and comprehensive scope of work for your projects. A well-defined scope of work not only helps you pitch your ideas effectively but also ensures that you avoid scope creep and maintain healthy client relationships. At Wethos, we have curated over 65 proposal scope of work templates ideal for small marketing agencies. With our templates, you can save time, streamline your proposal process, and access community-sourced pricing data to help you set competitive rates. 

This blog post introduces you to 10 of our top recommended proposal scope of work templates that can elevate your agency's project pitches and help you secure more clients.

Wethos Scope of Work Templates

Our most loved feature is now available at your fingertips: Our project scope template library and all of the community-sourced pricing data that comes with it are now readily accessible. You can now access our community-sourced proposal scope of work templates, helping you more accurately scope work in less time than ever before.

Independents can now get unlimited access hundreds of proposal scope of work templates and thousands of pre-priced services ranging from strategy to social media and design. All of our templates come with embedded crowdsourced pricing data from other consultants, so you can see what others are charging, helping you raise your rates and pitch bigger projects.

Proposal Scope of Work Templates and Examples for Small Marketing Agencies

Marketing projects can be a headache to scope, but we did the groundwork so you can breeze through the proposal stage and get to the work faster. Here are our top 10 Proposal Scope of Work Templates and Examples for Small Marketing Agencies.

  1. Marketing Retainer (10 months)

  2. Branding

  3. Marketing Communication Strategy

  4. Social Media Strategy & Implementation (3 months)

  5. Email Marketing Management

  6. Digital Marketing

  7. Content Strategy

  8. SEO Audit and Implementation

  9. Website Redesign

  10. Commercial Video Ad Production

1. Marketing Retainer (10 months)

Navigating ongoing marketing support for your clients can be challenging without a defined scope and budget. That’s why our comprehensive Marketing Retainer (10 months) proposal scope of work template is tailored just for you. Covering everything from strategic planning to campaign execution over 10 months, this template is your ally for nurturing long-term client relationships.


2. Branding

Your client needs a memorable and consistent brand identity, and you have the expertise to craft it. This Branding proposal scope of work template encompasses everything from logo design to brand guidelines, making it the perfect match for marketing agencies looking to establish or elevate a client's brand presence.


3. Marketing Communication Strategy

Craft a strategic communication roadmap that resonates with your client’s objectives using our Marketing Communication Strategy proposal scope of work template. From market research to messaging frameworks and communication plans, this template guarantees effective interaction across all touchpoints. It is ideal for agencies aiming to heighten client visibility and engagement.


4. Social Media Strategy & Implementation (3 months)

Are you looking to establish or revamp your client's social media presence? Our Social Media Strategy & Implementation proposal scope of work template details crucial aspects like content creation, posting schedules, and community management. Use the template to kickstart your next three-month social media strategy and implementation project.


5. Email Marketing Management

Email marketing is one of the most effective ways to generate more leads and sales for your clients. Our comprehensive Email Marketing Management proposal scope of work template covers it all—from crafting email templates to setting up automation workflows and tracking campaign performance. It is ideal for agencies supporting clients in their email marketing endeavors.


6. Digital Marketing

This comprehensive Digital Marketing proposal scope of work template is an essential resource for small marketing agencies like you looking to elevate your clients’ digital strategies. From managing website content and social media presence to implementing marketing automation systems and email marketing campaigns, this template is your go-to guide for creating impactful digital marketing initiatives. Use this template as your roadmap to success in the digital marketing landscape.


7. Content Strategy

From auditing organic content to building content pillars and creating content playbooks, this Content Strategy proposal scope of work template is ideal if you’re a marketing agency boosting client visibility and engagement. Give your client insights into the deliverables that will elevate their online presence.


8. SEO Audit and Implementation

Do you need to optimize your client's website for better search engine visibility? Our SEO Audit and Implementation proposal scope of work template can assist you in presenting a detailed scope of work for SEO projects. From comprehensive keyword research to developing SEO strategies and SEO maintenance, this template covers all the necessary steps to improve your client's website ranking. Use it as your roadmap to SEO success.


9. Website Redesign

Revamp your client's online presence with this Website Redesign proposal scope of work template that provides a modern and user-friendly website redesign roadmap. From conducting website audits to redesigning user interfaces and implementing new features, this template streamlines the website redesign scoping process. Spend less time scoping and more time enhancing your client’s online presence for increased conversions.


10. Commercial Video Ad Production

Bring your client’s offerings to life with engaging video content. Our Commercial Video Ad Production proposal scope of work template defines key deliverables, from scriptwriting, shooting, and editing to creating compelling video ads. Revolutionize your client's advertising strategy with captivating video content.


Wethos offers scope of work templates for all types of agencies, from marketers to project managers to developers, and everyone in between. Check out our complete library of 200+ proposal templates built by other consultants or sign up for Wethos to build your first client proposal today

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